Summit Investment Advisory Services, LLC SEC EDGAR Filings (CIK 0001914395)

SEC EDGAR filings, ownership reports, and insider transactions for Summit Investment Advisory Services, LLC.

Business address
3065 Centre Pointe Drive, Suite 2, Roseville, MN, 55113
Top securities (13F)
CGDV, CGGR, CGUS, INCM, DGRO, SPTM, FESM, IVW, VTI, ITOT, IVE, SPYG, VUG, IJH, USMV, DGRW, SPY, SPYV, SDVY, and VB
State of incorporation
DE
Fiscal year end
31 December
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Summit Investment Advisory Services, LLC has filed 17 SEC EDGAR filings since 02 Feb 2023

Latest Filings

Recent SEC filings for Summit Investment Advisory Services, LLC including 13F-HR, 13F-HR/A, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2026 31 Dec 2025 028-22794
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 07 Nov 2025 30 Jun 2025 028-22794
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 07 Nov 2025 30 Sep 2025 028-22794
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2025 30 Sep 2025 028-22794
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2025 30 Jun 2025 028-22794
N-PX Open N-PX document View SEC filing for N-PX 15 Jul 2025 30 Jun 2025 028-22794
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Apr 2025 31 Mar 2025 028-22794
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2025 31 Dec 2024 028-22794
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Oct 2024 30 Sep 2024 028-22794
N-PX Open N-PX document View SEC filing for N-PX 21 Aug 2024 30 Jun 2024 028-22794
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2024 30 Jun 2024 028-22794
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2024 31 Mar 2024 028-22794
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jan 2024 31 Dec 2023 028-22794
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Oct 2023 30 Sep 2023 028-22794
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2023 30 Jun 2023 028-22794
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2023 31 Mar 2023 028-22794
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Feb 2023 31 Dec 2022 028-22794

About this filer

Summit Investment Advisory Services, LLC files with the SEC under CIK 0001914395. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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